Managing pledge settings effectively ensures that donor commitments are accurately tracked and reported. In Development Manager, administrators have the flexibility to configure whether the pledge end date prompt appears during data entry. This article guides you through accessing the Settings page and adjusting the DM Options to either enable or disable the end date prompt for pledge entries. By customizing this setting, you can streamline batch management and align pledge tracking with your organization’s reporting preferences.
- Go to the Settings page.
- Using the Navigator Bar, select Settings.
-or- - Using the Settings Card, select Go to Settings.
- Using the Navigator Bar, select Settings.
- The Development Manager Settings page enables a DM Administrator to configure options that apply to all DM funds.
- The left side of the Administration screen pertains to DM Options while the right side pertains to Batch Management. The setting you want is under DM Options.
- You may either mark or unmark the option to display the end date for pledge entry and then click the save icon.
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